AI-Powered PDF Invoice & Receipt Classifier & Organizer

This n8n workflow streamlines the process of managing financial documents like invoices and receipts received via Gmail. It is triggered through a webhook, which supplies a date range and optional email notification preference. The workflow automates the creation of a Google Drive folder named with the date range, then fetches emails received within that period. It scans email attachments, prioritizing PDF files, and extracts their text content. Using OpenAI’s GPT-4.1-mini model, it classifies each PDF based on user-defined criteria such as “receipt or invoice.” Documents matching the criteria are uploaded to the designated Google Drive folder. Optionally, the workflow can compile and email these documents to a specified recipient, perfect for automating expense reporting or financial document collection. This setup is highly valuable for accountants, small business owners, or finance teams seeking efficient, automated document sorting, storage, and sharing.